Happy Money - Sales Director (Credit Unions)

• Acquire and develop relationships with prospective and existing customers to understand their challenges and present our solutions to help satisfy customer needs • Maintain and optimize relationships with clients ensuring customer satisfaction and growing an existing book of business.  Identify opportunities within existing accounts to introduce additional products and services. • Meet and exceed sales targets by effectively managing sales activities and pipelines • Prepare and deliver compelling sales presentations to customers and prospects, demonstrating how our lending solutions can address their specific challenges • Identify and target potential customers, developing a pipeline of leads through networking, referral, and prospecting in Western territory/Eastern territory • Collaborate on and execute a go-to-market strategy, ensuring alignment with all cross-functional, particularly product, sales, and finance. • Deliver a value proposition that is unique, dependable, and important to our customers so that we can position our B2B brand with consistency and simplicity. • Define the B2B buying journey, touch-points, and collateral that can impact sales cycle and sales effectiveness • Collaborate on product collateral such as thought leadership papers, event plans, Key-Note messaging, quarterly reviews, and annual customer engagement events • Collaborate with product leadership in developing and optimizing product features and pricing • Support the planning process for the launch of new products and releases and be a key stakeholder in the cross-functional implementation of the plan • Manage the building, scaling, and optimization of Credit Union programs for specific KPIs • This role should plan for 25% travel throughout the year for prospective partner meetings, events, conferences, etc. Travel needs could increase seasonally. • 7+ years of experience in B2B Credit Union sales • Track record of closing credit union financial deals from prospecting through onboarding • An unwavering commitment to exceed goals and sales targets • A strong strategic and analytical thinker with experience selling to C-Suite (CEO, CFO, CLO) employees of Credit Unions • Understanding of Credit Union financials • Individualizes marketing strategy through understanding a multitude of buyer personas • Conceptualizes large impact projects and develops milestone-driven plans for execution • Exceptional writing, presentation, organization, and interpersonal skills • Vets and manages external vendors & agency partners • Collaborates with cross-functional teams and influences decision making across all levels of the organization • Develops and implements plans while continuously monitoring results and implementing continuous improvement methodologies